《大行報告》大摩降快手-W(01024.HK)收入預測 目標價下調至70元
大摩發表報告,降快手-W(01024.HK)收入預測,以反映廣告業務的疲軟,目標價由100元下調至70元,但考慮到股價及預期均處歷史低位,以及管理層變動後,第四季度潛在增長加快和盈利能力提高,保持「增持」評級。
大摩預計,快手第三季總收入為225億人民幣,按年增長10%,比市場預計低出3%。non-IFRS淨虧損料為12億人民幣。日活躍用戶數量料按年增長15%至3.69億,每日花費時間料按年增長9%至130分鐘。
大摩對快手今年至後年的收入預測下調2至7%,大致維持對成本控制所帶來的利潤率改善的預期。該行預計明年收入將增長12%,其中廣告收入增長15%,直播收入增長2%,電子商務等收入增長31%。
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